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Investment Update

our current strategies for managing our investment portfolio

None of us are immune to what’s happening in the markets.

We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio. Watch the video above to learn how we’re responding to changes in the market.

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Watch The State of Higher Education

The State of Higher Education

In this Giving+Together event recap, three nonprofit partners share the importance of investing in higher education to support low-income, BIPOC & new American students.

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Read Three Generations of Giving

Three Generations of Giving

Christine Noonan shares how giving has become a family tradition.

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Read How to Decide Between a Donor Advised Fund and a Private Foundation

How to Decide Between a DAF and a Private Foundation

Compare the process, benefits and responsibilities of two popular giving vehicles.

Compare the two
Read Helping Your Clients Donate Life Insurance

Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

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Read The Charitable Gift of Life Insurance

The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

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Read Helping Families Talk About Money

Helping Families Talk About Money

Our Philanthropic Advisors share how 21/64 training helps them support family giving.

Read the Q&A
Read Helping Your Clients Talk to Their Families About Money

Helping Your Clients Talk to Their Families About Money

Philanthropic Advisors share how 21/64 training helps us assist families with giving.

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Read Why Tax Time is the Right Time to Plan Your Charitable Giving

Why Tax Time is the Right Time to Plan Your Charitable Giving

Here are six tips to consider as you think about how your charitable giving could impact your tax returns.

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